Finance Advisor resume examples for 2024

Finance Advisor resume format and sections

1. 1

   1. Add contact information to your finance advisor resume

   Your name should be the biggest text on the page and be at or near the top of the document. Your address doesn't need to include your street name or house number - listing your city and state works just fine. Your email address should be professional, but not your current work email address. It's not a good look to use your work email for personal projects (job-searching). Your social media can be included if you have a fully-fledged LinkedIn page or another social media page that showcases your relevant skill set.

   Finance Advisor Resume Contact Information Example #1

   Hank Rutherford Hill

   St. Arlen, Texas | 333-111-2222 | hank.hill@gmail.com

   Do you want to know more?

   How To Write The Perfect Resume Header
2. 2

   2. Add relevant education to your finance advisor resume

   Your resume's education section should include:

   • The name of your school
   • The date you graduated (Month, Year or Year are both appropriate)
   • The name of your degree

   If you graduated more than 15 years ago, you should consider dropping your graduation date to avoid age discrimination.

   Optional subsections for your education section include:

   • Academic awards (Dean's List, Latin honors, etc. )
   • GPA (if you're a recent graduate and your GPA was 3.5+)
   • Extra certifications
   • Academic projects (thesis, dissertation, etc. )

   Other tips to consider when writing your education section include:

   • If you're a recent graduate, you might opt to place your education section above your experience section
   • The more work experience you get, the shorter your education section should be
   • List your education in reverse chronological order, with your most recent and high-ranking degrees first
   • If you haven't graduated yet, you can include "Expected graduation date" to the entry for that school

   Check More About Finance Advisor Education

   Majors

   Business

   32.4%

   Finance

   19.4%

   Accounting

   7.5%

   Economics

   7.1%

   Show More

   Finance Advisor Resume Relevant Education Example #1

   Bachelor's Degree In Finance 2011 - 2014

   DePaul University Chicago, IL

   Finance Advisor Resume Relevant Education Example #2

   Bachelor's Degree In Business 2008 - 2011

   Ohio State University Columbus, OH

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   3. Next, create a finance advisor skills section on your resume

   Your resume's skills section should include the most important keywords from the job description, as long as you actually have those skills. If you haven't started your job search yet, you can look over resumes to get an idea of what skills are the most important.

   Here are some tips to keep in mind when writing your resume's skills section:

   • Include 6-12 skills, in bullet point form
   • List mostly hard skills; soft skills are hard to test
   • Emphasize the skills that are most important for the job

   Hard skills are generally more important to hiring managers because they relate to on-the-job knowledge and specific experience with a certain technology or process.

   Soft skills are also valuable, as they're highly transferable and make you a great person to work alongside, but they're impossible to prove on a resume.

   Example of skills to include on an finance advisor resume

   • Wealth Management Skills.
      

     Wealth management is the act of good wealth planning for purposes of growth and sustenance.

   • Financial Services Skills.
      

     Financial services are economic services that are offered by the finance sector, which includes banks, financial institutes credit-card agencies, insurance companies, accountancy firms, and others that handles assets. Organizations in the financial services sector are concerned with money and risk management.

   • Investment Strategies Skills.
      

     The investment strategy is a term used in finance that refers to a set of rules that helps individual investors to make the right decisions to achieve their financial goals. The investment strategies are made after having a closer look at the future needs of the assets, lifestyle, risk tolerance, financial situations, and expected returns.

   • Investment Products Skills.
      

     Investment products refer to a collective name of all stocks, bonds, derivatives, options, and any other instrument of finance that people invest in with hopes of gaining profit.

   • Customer Service Skills.
      

     Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

   Top Skills for a Finance Advisor

   Team Support, 7.1%
   Wealth Management, 6.7%
   Securities, 6.1%
   Strong Computer, 5.8%
   Other Skills, 74.3%
   See All Finance Advisor Skills

   Not sure which skills are really important?

   3 Big Tips For Listing Skills On Your Resume
4. 4

   4. List your finance advisor experience

   The most important part of any resume for a finance advisor is the experience section. Recruiters and hiring managers expect to see your experience listed in reverse chronological order, meaning that you should begin with your most recent experience and then work backwards.

   Don't just list your job duties below each job entry. Instead, make sure most of your bullet points discuss impressive achievements from your past positions. Whenever you can, use numbers to contextualize your accomplishments for the hiring manager reading your resume.

   It's okay if you can't include exact percentages or dollar figures. There's a big difference even between saying "Managed a team of finance advisors" and "Managed a team of 6 finance advisors over a 9-month project. "

   Most importantly, make sure that the experience you include is relevant to the job you're applying for. Use the job description to ensure that each bullet point on your resume is appropriate and helpful.

   What experience really stands out on Finance Advisor resumes?

   Stephen Miller Ph.D.

   Professor & Director, Center for Business and Economic Research, University of Nevada, Las Vegas

   All the standard stuff is still important, along with skills related to communicating remotely and online. Work experience where the graduate exercised decision-making authority. That is, the graduate can think outside the box.

   Don't have any experience?

   How To Show Your Experience On a Resume... Even When You Don't Have Any

   Work History Example # 1

   Finance Advisor

   Morgan Stanley

   • Designed and compared investment portfolios according to client's resources.
   • Gained an understanding of portfolio diversification.
   • Secured client business with combined portfolios of $500M by effective business plans and presentation of future profit analysis.
   • Developed custom, systematic approach to addressing clients needs Passed FINRA Series 7 General Representative Securities Exam
   • Gained experience in both 3D (portfolio management program) and Thomson One.

   Work History Example # 2

   Finance Advisor

   Merrill Co

   • Designed and monitored investment portfolios.
   • Created reports for portfolio recommendations.
   • Conducted Equity, Fund, and Bond research through different means and create Portfolio Proposals.
   • Screened, evaluated and assembled clients portfolios to achieve maximum investment return.
   • Downloaded research reports and delivered to Portfolio Manager.

   Work History Example # 3

   Finance Representative

   MetLife

   • Provided exceptional communication to all internal and external stakeholders.
   • Obtained Series 6 and 63 Registered Representative with the NASD (now FINRA).
   • Researched background and claim activity on prospects, including motor vehicle and claims reports to gauge the most accurate quote.
   • Executed tactical marketing communication plans quarterly.
   • Obtained FINRA series 6 and 63 and life, health, property, and casualty licenses.

   Work History Example # 4

   Retirement Plan Specialist

   Aflac

   • Performed system queries using PeopleSoft in order to ensure accuracy of data and enrollment.
   • Administered COBRA and HIPPA for more than 2300 AFLAC employees.
   • Reduced corporate time and money by playing an instrumental role in streamlining the FSA's and HSA's administration process.
   • Managed claimant case files to conform with HIPAA regulations.
   • Updated and maintained all COBRA payments and benefits, case management, filing, and

   Show More
5. 5

   5. Highlight finance advisor certifications on your resume

   Specific finance advisor certifications can be a powerful tool to show employers you've developed the appropriate skills.

   If you have any of these certifications, make sure to put them on your finance advisor resume:

   1. Certified Professional, Life and Health Insurance Program (CPLHI)
   2. Certified Financial Planner (CFP)
   3. Chartered Financial Analyst (CFA)
   4. Certified Financial Planner (CFP)
   5. Certified Planning Engineer (CPE)
   6. Certified Resume Specialist: Accounting and Finance (CRS+AF)
   7. Certified Sales Professional (CSP)
   8. Certified Management Accountant (CMA)
   9. Certified Investment Management Analyst (CIMA)
   10. Chartered Financial Consultant (ChFC)

   More Certifications For Finance Advisor
6. 6

   6. Finally, add an finance advisor resume summary or objective statement

   A resume summary statement consists of 1-3 sentences at the top of your finance advisor resume that quickly summarizes who you are and what you have to offer. The summary statement should include your job title, years of experience (if it's 3+), and an impressive accomplishment, if you have space for it.

   Remember to emphasize skills and experiences that feature in the job description.

   Are you a recent grad?

   Read our guide on how to write a resume summary statement